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Malibu Boats
MBUU

Overview Fund Activity

184 hedge funds and large institutions have $1.07B invested in Malibu Boats in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
76
Reduced
58
Closed
16
Calls
$4.8M
Puts
$2.37M
Net Calls
+$2.43M
Net Calls Change
+$1.33M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$74.8M
2
Morgan Stanley
Morgan Stanley
New York
$8.35M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$45.1M
4
American Century Companies
American Century Companies
Missouri
$81.6M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.54M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$2.8M
2
Goldman Sachs
Goldman Sachs
New York
$7.52M
3
PAIM
Punch & Associates Investment Management
Minnesota
$9.88M
4
SC
Shellback Capital
Massachusetts
$11.2M
5
TCM
TimesSquare Capital Management
New York
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
176
Simplex Trading
Illinois
$4K +$4K +87 New
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
CA
178
Clearstead Advisors
Ohio
$1.75K – – –
LC
179
Lindbrook Capital
California
$1.58K – – –
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$1K -$43.8K -700 -98%
GWM
181
Geneos Wealth Management
Colorado
$847 – – –
S
182
SignatureFD
Georgia
$565 – – –
SSC
183
Syverson Strege & Co
Iowa
$395 – – –
GRP
184
Global Retirement Partners
California
$343 +$343 +6 New
HF
185
HRT Financial
New York
– -$1.18M -22,097 Closed
JFG
186
Jefferies Financial Group
New York
– -$949K -17,800 Closed
DTL
187
Dynamic Technology Lab
Singapore
– -$755K -14,170 Closed
YIH
188
Y-Intercept (HK)
Hong Kong
– -$400K -7,510 Closed
KI
189
Kula Investments
Illinois
– -$336K -6,307 Closed
CEI
190
Clark Estates Inc
New York
– -$320K -6,000 Closed
GCM
191
Graham Capital Management
Connecticut
– -$225K -4,224 Closed
PI
192
PEAK6 Investments
Illinois
– -$65.6K -1,231 Closed
PMEF
193
Point72 Middle East FZE
United Arab Emirates
– -$30.8K -577 Closed
CT
194
Colonial Trust
South Carolina
– -$5.6K -105 Closed
MAM
195
Meeder Asset Management
Ohio
– -$3.36K -63 Closed
ASN
196
Advisory Services Network
Georgia
– -$1.49K -28 Closed
IA
197
IFP Advisors
Florida
– -$2K -23 Closed
CWA
198
Clearview Wealth Advisors
Oregon
– -$1.07K -20 Closed
CS
199
Comerica Securities
Michigan
– -$1.01K -19 Closed
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